Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Starwood Ppty Tr Inc (STWD)

525 + Investors. Track Smart Money conviction in STWD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — STWD

Based on 528 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
528 hedge funds hold STWD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

290 buying229 selling
Last quarter: 290 funds bought or added vs 229 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 60 → 69 → 78 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
338 out of 528 hedge funds have held STWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +55%, value -9%

Value
-8%
Shares
+54%
Last quarter: funds added +55% more shares while total portfolio value only changed -9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

52 → 60 → 69 → 78 → 70 new funds/Q
New funds entering each quarter: 60 → 69 → 78 → 70. A growing number of institutions are discovering STWD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 542 holders: 365 (67%) are 2+ year veterans, 73 entered 1–2 years ago, and 104 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
48 of 522 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STWD

In 2026 Q1, 290 hedge funds were net buyers of STWD (70 opened a new position, 220 added to an existing one), while 229 reduced or exited (158 trimmed, 71 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 35% of total institutional value in STWD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 528.

Hedge Fund Ownership: STWD

How many hedge funds hold STWD — quarterly history vs. share price
Quarterly hedge fund ownership of STWD vs. share price

Market Analysis: STWD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STWD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Starwood Ppty Tr Inc (STWD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STWD has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
STWD
nan%
XLRE
+7.7%

STWD outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
STWD
nan%
XLRE
+1.7%

Since the filing became public, STWD outperformed XLRE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: STWD
525 + Investors

Track Smart Money conviction in STWD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 525 529 -0.76%
13F Shares 301M 195M 54.56%
Total Value $3.18B $3.49B -8.89%
New Positions 68 78 -10
Increased Positions 217 161 +56
Closed Positions 72 75 -3
Reduced Positions 154 193 -39
Total Calls 6 9 -33.33%
Total Puts 14 15 -6.67%
PUT/CALL Ratio 2.33 1.67 Bearish

Statistics: STWD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

525 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STWD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STWD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seneca House Advisors 4.25% 621,728 $10.7M
2 Grange Capital, LLC 3.32% 193,534 $3.3M
3 NFC Investments, LLC 3.22% 672,514 $11.6M
4 Argosy-Lionbridge Management, LLC 2.13% 176,250 $3.0M
5 GraniteShares Advisors LLC 1.62% 130,387 $2.2M
6 OmniStar Financial Group, Inc. 1.56% 175,049 $3.0M
7 Valley Wealth Managers, INC. 1.28% 1,157,515 $19.9M
8 Twin Lakes Capital Management, LLC 1.24% 157,765 $2.7M
9 Carmel Capital Partners, LLC 1.23% 197,863 $3.4M
10 Columbus Macro, LLC 1.20% 651,930 $11.2M
11 Collar Capital Management, LLC 1.13% 101,262 $1.7M
12 CapWealth Advisors, LLC 1.12% 873,703 $15.0M
13 SkyOak Wealth, LLC 1.09% 346,798 $6.0M
14 Corrado Advisors, LLC 1.04% 115,711 $2.0M
15 Leeward Investments, LLC - MA 1.00% 1,177,955 $20.3M
16 Portman Square Capital LLP 1.00% 1,501,000 $25.8M
17 Advisors Capital Management, LLC 0.80% 4,004,158 $69.0M
18 Blue Owl Capital Holdings LP 0.73% 158,545 $2.7M
19 WJ Financial Advisors LLC 0.71% 51,337 $884K
20 Sargent Investment Group, LLC 0.66% 292,573 $5.0M
21 Truvestments Capital LLC 0.64% 204,572 $3.5M
22 Vision Financial Markets LLC 0.63% 37,700 $649K
23 Riverview Capital Advisers, LLC 0.56% 98,021 $1.7M
24 Miller Global Investments, LLC 0.49% 30,790 $530K
25 SVRN Asset Management, LLC 0.47% 28,200 $486K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Starwood Ppty Tr Inc (STWD)

What does the Smart Money Trend signal show for STWD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STWD?

Slight buying edge — 56% buying: Last quarter: 290 funds bought or added vs 229 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STWD holders?

Strong quality — 35% AUM from major funds: 48 of 522 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held STWD?

64% of holders stayed for 2+ years: 338 out of 528 hedge funds have held STWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Starwood Ppty Tr Inc (STWD) following the 2026 Q1 hedge fund 13F filings?

As of today, STWD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), STWD has gained nan% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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